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Financial Statement Audit

  • Complex financial statements audit

  • Single financial statement audit

  • Specific element, account, or items of a financial statement audit

Review of Financial Statement

  • Review engagement

  • Internal control reviews

  • Process and procedure reviews

  • Due Diligence reviews

Preparation and Compilation of Financial Statement

  • Preparation engagement

  • Compilation engagement

Agreed-upon Attestation Engagement

  • Compliance with contract

  • Internal control over financial reporting

  • Financial forecasts and projections

  • Pro forma financial statements

  • Management’s discussion and analysis

Basic Business Start-Up Package

  • Assist to select legal business structure

  • Filing of articles of organization/incorporation and transmittal information form

  • Obtaining Federal Employer Identification Number (EIN)

  • Set up an accounting and record-keeping system

  • Bank Relationships/ Bank account setting

  • Prepare a Cash Flow Budget

  • ​Prepare an initial business plan

  • ​Tax planning

  • Setting up an accounting procedures and controls

S-Corporation Election/ Entity Conversion
  • Assist to select legal business structure
  • Help to convert your business from one type of entity into another type of entity
  • File Certificate of Conversion

  • Standard flat fee bookkeeping contract

  • Hourly-based fee bookkeeping contract

  • Bookkeeping Review/Checkup 

  • Bookkeeping Correction/Cleanup​ 

  • Bookkeeping set up

  • ​Payroll

  • Develop system to account for transactions 

  • Help to establishing a chart of accounts

  • Define accounting policies and procedures

  • Setup Accounting

  • Individual Form 1040

  • Business Schedule C, 1120, 1120S, 1065

  • Not-For-Profit Tax Returns Form 990

  • Trust and Estate Form 706, Form 1041

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  • Tax Consultation

  • Tax Planning

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  • Tax  and Accounting Consulting 

  • Accounting and Financial Advisory Services

  • Training Programs

  • ​CPA Letter for Verification of Self Employment

Business Meeting
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​​​We base our fees on time required at our regular rates for the type of services and personnel assigned plus out-of-pocket costs. We also give consideration to the difficulty and size of the assignment, the degree of skill required, time limitations imposed on us by others, the experience and ability of the personnel assigned, the nature of the project, the level of cooperation by the client’s staff, and the value of the services to the client.
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